First Manhattan CO. LLC. Buys 20,516 Shares of UnitedHealth Group Incorporated $UNH

First Manhattan CO. LLC. raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 1,353,402 shares of the healthcare conglomerate’s stock after purchasing an additional 20,516 shares during the quarter. UnitedHealth Group accounts for about 1.2% of First Manhattan CO. LLC.’s investment portfolio, making the stock its 17th biggest position. First Manhattan CO. LLC.’s holdings in UnitedHealth Group were worth $446,772,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in the business. Oberndorf William E acquired a new position in UnitedHealth Group in the third quarter valued at about $12,276,000. Griffith & Werner Inc. acquired a new position in UnitedHealth Group in the third quarter valued at about $3,039,000. CenterBook Partners LP raised its stake in shares of UnitedHealth Group by 164.0% in the third quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock worth $3,723,000 after acquiring an additional 6,697 shares during the last quarter. TIAA Trust National Association raised its stake in shares of UnitedHealth Group by 38.6% in the third quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock worth $90,553,000 after acquiring an additional 73,030 shares during the last quarter. Finally, DC Investments Management LLC bought a new position in shares of UnitedHealth Group in the third quarter worth about $5,764,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about UnitedHealth Group

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: Leerink Partners raised its price target on UnitedHealth Group to $462 from $400 and reiterated an outperform rating, citing improved margin expectations at Optum Health and signaling confidence in the company’s recovery efforts. Leerink Raises UnitedHealth PT
• Positive Sentiment: Wall Street commentary has grown more constructive on UnitedHealth’s turnaround, with analysts pointing to better long-term profitability at its Optum Health unit as a reason the stock could recover further. UnitedHealth Stock Gets a Target Price Increase
• Neutral Sentiment: Separate coverage noted that hedge funds have continued to buy UnitedHealth, suggesting institutional interest remains solid, though this is not a direct catalyst by itself. Hedge Funds Bought UnitedHealth
• Neutral Sentiment: One investor-letter item said Sustainable Growth Advisers sold its stake in UNH, but the article provided limited detail on the reason, so the stock impact is unclear. SGA Sold UnitedHealth Stake
• Negative Sentiment: Despite the bullish analyst note, UNH also traded lower than the broader market in the latest session, reflecting that investors are still cautious about the pace and durability of the turnaround. UnitedHealth Fell More Than Broader Market

UnitedHealth Group Stock Performance

Shares of UNH opened at $399.33 on Thursday. The stock has a market capitalization of $362.65 billion, a price-to-earnings ratio of 30.16, a PEG ratio of 1.64 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a fifty day simple moving average of $369.93 and a 200 day simple moving average of $328.55. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $415.98.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter last year, the company posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be paid a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio is 70.09%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on UNH shares. UBS Group upped their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Barclays upped their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Wells Fargo & Company upped their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research note on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $409.75.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.28% of the stock is currently owned by corporate insiders.

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.